Emerson Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Emerson Investment Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$8.82M	Buy	79,956 +197	+0.2%	+$21.5K	1.67%	20
2015 Q4	$8.42M	Buy	79,759 +34,140	+75%	+$3.64M	1.65%	20
2015 Q3	$4.92M	Buy	45,619 +427	+0.9%	+$45.4K	0.98%	46
2015 Q2	$4.75M	Sell	45,192 -29,197	-39%	-$3.11M	0.89%	45
2015 Q1	$8.06M	Sell	74,389 -15,265	-17%	-$1.65M	1.47%	23
2014 Q4	$9.5M	Buy	89,654 +63,457	+242%	+$6.69M	1.85%	11
2014 Q3	$2.71M	Buy	+26,197	New	+$2.72M	0.54%	66

Other funds holding IEF

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Emerson Investment Management's IEF Position: Q1 2016 in Review

Emerson Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.25% in Q1 2016, buying an estimated $21.5K and bringing the position to 79,956 shares worth $8.82M. The position accounts for 1.67% of the portfolio, ranked #20.

Emerson Investment Management first reported a position in IEF in Q3 2014 and has held it in 7 quarters since. The position peaked at $9.5M in Q4 2014. 344 funds tracked by Wall St. Rank hold IEF as of Q1 2016.

Emerson Investment Management held 79,956 shares of iShares 7-10 Year Treasury Bond ETF worth $8.82M as of Q1 2016.
Emerson Investment Management bought 197 iShares 7-10 Year Treasury Bond ETF shares in Q1 2016, an estimated $21.5K.
iShares 7-10 Year Treasury Bond ETF made up 1.67% of Emerson Investment Management's portfolio in Q1 2016, its #20 holding.
Emerson Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2014 and has held it in 7 quarters since.
Emerson Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $9.5M in Q4 2014.
344 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.